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Schwab US Large-Cap Growth ETF
SCHG

Overview Fund Activity

325 hedge funds and large institutions have $2.11B invested in Schwab US Large-Cap Growth ETF in 2017 Q4 according to their latest regulatory filings, with 79 funds opening new positions, 103 increasing their positions, 102 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
325
Holders Change
+60
Holders Change %
+22.64%
% of All Funds
7.38%
Holding in Top 10
40
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+42.86%
% of All Funds
0.91%
New
79
Increased
103
Reduced
102
Closed
17
Calls
$1.49M
Puts
$297K
Net Calls
+$1.19M
Net Calls Change
-$576K

Top Buyers

1
Mariner
1
Mariner
Kansas
$61.9M
2
Financial Engines Advisors
2
Financial Engines Advisors
California
$651M
3
BTS
3
BB&T Securities
Virginia
$20.7M
4
GWA
4
Guidant Wealth Advisors
Illinois
$14.5M
5
LTFS
5
Ladenburg Thalmann Financial Services
Florida
$41.2M

Top Sellers

1
APP
1
Avantax Planning Partners
Iowa
$248M
2
PFG
2
Piershale Financial Group
Illinois
$0
3
AWMG
3
Alliance Wealth Management Group
New Jersey
$3.88M
4
SIA
4
Starfire Investment Advisers
Michigan
$0
5
ICOA
5
Investment Centers of America
North Dakota
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
US Bancorp
151
US Bancorp
Minnesota
$849K -$41.7K -4,720 -5%
Creative Planning
152
Creative Planning
Kansas
$829K -$4.24K -480 -0.5%
BW
153
Bison Wealth
Georgia
$818K +$50.6K +5,728 +7%
TRCT
154
Tower Research Capital (TRC)
New York
$810K -$1.09M -123,872 -57%
LCM
155
Liberty Capital Management
Michigan
$805K +$85.4K +9,176 +12%
EWM
156
Edge Wealth Management
New York
$795K +$15.2K +1,712 +2%
LFS
157
Legacy Financial Strategies
Kansas
$787K +$787K +89,088 New
WWM
158
Windsor Wealth Management
Indiana
$772K +$772K +87,336 New
BA
159
Bristlecone Advisors
Washington
$761K +$1.27K +144 +0.2%
BCM
160
Breiter Capital Management
Florida
$736K +$736K +83,288 New
SIAS
161
Shine Investment Advisory Services
Colorado
$734K -$70.4K -7,968 -9%
BAC
162
Boys Arnold & Co
North Carolina
$726K -$2.33K -264 -0.3%
LW
163
Linscomb Wealth
Texas
$726K – – –
FA
164
FC Advisory
Pennsylvania
$707K -$7.49K -848 -1%
CWM
165
Cabot Wealth Management
Massachusetts
$705K +$12.7K +1,440 +2%
SHA
166
Seneca House Advisors
Virginia
$686K +$686K +77,616 New
WA
167
Wealth Architects
California
$670K – – –
WAM
168
Wealthspire Advisors (Maryland)
Maryland
$668K -$23.2K -2,624 -3%
JC
169
Jentner Corp
Ohio
$650K +$81.2K +9,152 +14%
AC
170
Avestar Capital
New York
$647K +$647K +75,160 New
FTUS
171
Flow Traders U.S.
New York
$621K +$621K +70,208 New
FA
172
FDx Advisors
Illinois
$615K -$66.8K -7,560 -10%
TSS
173
Two Sigma Securities
New York
$601K -$639K -72,296 -52%
CCMW
174
Cypress Capital Management (Wyoming)
Wyoming
$600K +$124K +14,072 +26%
FIAS
175
FinTrust Investment Advisory Services
South Carolina
$593K -$8.98K -1,016 -1%
5 6
7
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